> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Credit usage alerts and limits

> Monitor organization-wide credit consumption and set per-user spending caps to keep your team's AI usage in check.

Cassidy gives you two layers of credit visibility: **organization alerts** that track your team's total usage against the allowance for your billing period, and **per-user alerts and limits** that monitor and cap individual consumption. Both are configured in **Organization Settings → Limits & Alerts**.

<Info>Only **Admins** can configure credit alerts and limits.</Info>

***

## Organization alerts

Organization alerts notify admins when your organization's **total** credit usage crosses a threshold you define. They are **informational only** — they don't restrict usage.

### Add an alert

<Steps>
  <Step title="Open organization settings">
    Click your account name at the bottom of the sidebar, then click the **gear icon** next to your organization name.
  </Step>

  <Step title="Navigate to Usage Limits">
    In the left sidebar, click **Limits & Alerts** under the **Usage** section.
  </Step>

  <Step title="Open the Organization Alerts section">
    Expand **Organization Alerts** at the top of the page, then click **Add alert**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/fi7HFyccoyB8r0IA/images/settings/organization-credit-alerts-section.png?fit=max&auto=format&n=fi7HFyccoyB8r0IA&q=85&s=c783f68a65f83e59aa19c96f4addff64" alt="Organization Credit Alerts on the Limits & Alerts page" width="2934" height="688" data-path="images/settings/organization-credit-alerts-section.png" />
    </Frame>
  </Step>

  <Step title="Choose a threshold type">
    Select how the threshold should be measured:

    | Type           | Description                                                               | Example                                                                  |
    | -------------- | ------------------------------------------------------------------------- | ------------------------------------------------------------------------ |
    | **Percentage** | A percentage of your organization's credit maximum for the billing period | Alert at 75% of 10,000 credits = fires at 7,500 credits used             |
    | **Absolute**   | A fixed number of credits                                                 | Alert at 8,000 credits, regardless of the maximum for the billing period |

    <Tip>Percentage thresholds automatically scale if your credit allowance changes. Absolute thresholds give you a precise spending target.</Tip>

    <Frame>
      <img src="https://mintcdn.com/cassidy/fi7HFyccoyB8r0IA/images/settings/add-org-credit-alert-modal.png?fit=max&auto=format&n=fi7HFyccoyB8r0IA&q=85&s=c3b025da9ed9c10fb52b3968eeebb5fb" alt="Adding an Organization Credit Alert" width="1024" height="1004" data-path="images/settings/add-org-credit-alert-modal.png" />
    </Frame>
  </Step>

  <Step title="Set the threshold value">
    Enter the percentage (1–100) or credit count that should trigger the alert.
  </Step>

  <Step title="Choose who to notify">
    Select either **All Admins** or **Specific Admins**. If you choose specific admins, use the selector to pick who should receive the alert email.

    <Frame>
      <img src="https://mintcdn.com/cassidy/fi7HFyccoyB8r0IA/images/settings/org-credit-alert-admins.png?fit=max&auto=format&n=fi7HFyccoyB8r0IA&q=85&s=d5b9667b1b7f6f16ae1011212dcbe84f" alt="Selecting admins to notify when the alert triggers" width="1024" height="594" data-path="images/settings/org-credit-alert-admins.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Add** to activate the alert.

    <Check>The alert will fire the first time your organization's credit usage crosses the threshold within each billing period.</Check>
  </Step>
</Steps>

### How organization alerts work

* Each alert fires **once per billing period**. Usage dropping below the threshold and climbing back above it will not re-trigger the alert until the next billing period resets.
* You can configure **multiple alerts** at different thresholds — for example, one at 50% and another at 90% — to get early warnings and final notices.
* To change a threshold or notification recipients, click the **pencil icon** next to an alert. To remove an alert, click the **trash icon**.

<Warning>
  Editing an alert's threshold resets it so it can fire again in the current
  billing period. If your organization is already past the new threshold, the
  alert will trigger immediately.
</Warning>

***

## Per-user alerts and limits

Per-user controls let you notify admins when individual team members exceed a credit threshold, and optionally enforce a **hard cap** that blocks users from consuming additional credits once their limit is reached.

### Set up per-user credit usage alerts

Credit usage alerts notify admins when a team member exceeds a specified credit threshold during a billing period. Alerts are **informational only** — they don't block users from consuming additional credits.

<Steps>
  <Step title="Open organization settings">
    Click your account name at the bottom of the sidebar, then click the **gear icon** next to your organization name.
  </Step>

  <Step title="Navigate to Usage Limits and enable alerts">
    In the left sidebar, click **Limits & Alerts** under the **Usage** section. Toggle on **Credit Usage Alerts**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/usage-limits-page.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=720980a5fdea7a466403d057f5dd1347" alt="Limits & Alerts page in Organization Settings showing Credit Usage Alerts enabled" width="1024" height="534" data-path="images/settings/usage-limits-page.png" />
    </Frame>
  </Step>

  <Step title="Configure the credit alert threshold">
    Specify the number of credits that triggers an alert (e.g., 500 credits per billing period). Admins receive an email alert whenever any user exceeds this threshold.

    <Frame>
      <img src="https://mintcdn.com/cassidy/IidvkNl_ihp_r6SS/images/settings/credit-alert-threshold.png?fit=max&auto=format&n=IidvkNl_ihp_r6SS&q=85&s=80b272a4ae200e637122133fff37c927" alt="Credit Alert Threshold field specifying number of credits that triggers an alert" width="1024" height="231" data-path="images/settings/credit-alert-threshold.png" />
    </Frame>
  </Step>

  <Step title="Enable user notifications (optional)">
    Toggle on **Notify the user who triggered the alert** if you want the user to receive an email notification when they exceed the threshold.

    <Frame>
      <img src="https://mintcdn.com/cassidy/IidvkNl_ihp_r6SS/images/settings/credit-alert-notify-user.png?fit=max&auto=format&n=IidvkNl_ihp_r6SS&q=85&s=30121b608d0f3af4f6dd2a000ddb9c04" alt="Notify the user who triggered the alert toggle" width="624" height="57" data-path="images/settings/credit-alert-notify-user.png" />
    </Frame>
  </Step>

  <Step title="Select admins to notify">
    Choose which admins should receive email notifications when a user exceeds the threshold.

    <Frame>
      <img src="https://mintcdn.com/cassidy/IidvkNl_ihp_r6SS/images/settings/credit-alert-notify-admins.png?fit=max&auto=format&n=IidvkNl_ihp_r6SS&q=85&s=58c4c85b41460a5c7abada43e309428f" alt="Admins to Notify selector for credit usage alerts" width="624" height="211" data-path="images/settings/credit-alert-notify-admins.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save** to apply your credit alert configuration.

    <Check>Your credit usage alert is now active. Admins will receive an email alert whenever any user exceeds the defined credit threshold in a billing period.</Check>
  </Step>
</Steps>

### Set up per-user credit limits

Per-user credit limits set a **hard cap** on how many credits each team member can consume per billing period. When a user hits their limit, they are blocked from credit-consuming actions and shown an explanation.

<Steps>
  <Step title="Enable per-user credit limits">
    On the **Limits & Alerts** page, toggle on **Per-User Credit Limits**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-limits-toggle.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=c709f29bc4ce304588b2e26a28538d06" alt="Per-User Credit Limits toggle enabled on the Limits & Alerts page" width="624" height="315" data-path="images/settings/per-user-limits-toggle.png" />
    </Frame>
  </Step>

  <Step title="Set the default limit">
    Under **Default Limit Per User**, specify the credit limit that applies to all users (e.g., 1000 credits per billing period).

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-credit-limits.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=cfea5cc3a9df36276c0a3e8d03b33185" alt="Default Limit Per User field showing the credit limit per billing period" width="512" height="105" data-path="images/settings/per-user-credit-limits.png" />
    </Frame>
  </Step>

  <Step title="Select admins to notify">
    Choose which admins should receive email notifications when any user hits their credit limit.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-limits-admins.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=ab2c12d0ff87c4eb1771e300477db7b1" alt="Admins to Notify selector for per-user credit limits" width="448" height="255" data-path="images/settings/per-user-limits-admins.png" />
    </Frame>
  </Step>

  <Step title="Configure exclusions (optional)">
    Toggle on the following options if you want to exclude certain usage from counting toward credit limits:

    * **Exclude Agent External Deployments from Credit Limits** — Credits used by externally deployed [Agents](/agents/overview) won't count toward user limits.
    * **Exclude Workflows from Credit Limits** — Credits used by [Workflows](/workflows/overview) won't count toward user limits.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-limits-exclusions.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=f5473cd23db5206c83ef77e2275e3c67" alt="Exclusion toggles for Agent deployments and Workflows" width="624" height="135" data-path="images/settings/per-user-limits-exclusions.png" />
    </Frame>

    <Tip>Excluding Workflow and deployment credits is useful when those are shared team resources, not individual consumption.</Tip>
  </Step>

  <Step title="Add custom limits for specific users (optional)">
    Click **Add Custom Limit** to override the default limit for individual users. Select the user and set a specific credit cap, or leave them unlimited.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-limits-add-custom.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=e85086d8ab1af170e8075d0406769bdc" alt="Add Custom Limit button for overriding per-user credit limits" width="624" height="63" data-path="images/settings/per-user-limits-add-custom.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-limits-custom-value.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=f57bce6d8d1141153c29aace531a32fa" alt="Custom limit configuration showing user selection and credit limit value" width="437" height="473" data-path="images/settings/per-user-limits-custom-value.png" />
    </Frame>
  </Step>

  <Step title="Monitor users exceeding their budget">
    Review the **Users Exceeding Credit Budget** section to see which users have exceeded their credit limit in the current billing period, along with their current usage and limit.

    <Frame>
      <img src="https://mintcdn.com/cassidy/4vOVgS8tIBDNrgx6/images/settings/per-user-limits-exceeding-budget.png?fit=max&auto=format&n=4vOVgS8tIBDNrgx6&q=85&s=06e462a504d3475433fc362054e69dca" alt="Users Exceeding Credit Budget section showing users who hit their limit" width="624" height="141" data-path="images/settings/per-user-limits-exceeding-budget.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save** to apply your credit limit configuration.

    <Check>Per-user credit limits are now active. Limits reset at the start of each billing period. Custom limits take precedence over the default limit.</Check>
  </Step>
</Steps>

***

## Comparison

|                      | Organization alerts                          | Per-user alerts                        | Per-user limits                   |
| -------------------- | -------------------------------------------- | -------------------------------------- | --------------------------------- |
| **What triggers it** | Total organization usage crosses a threshold | An individual user crosses a threshold | An individual user hits their cap |
| **Threshold types**  | Percentage or absolute                       | Absolute credits                       | Absolute credits                  |
| **Restricts usage?** | No                                           | No                                     | Yes — blocks AI features          |

All three can be used together. For example, set an organization alert at 80% to track overall spend, per-user alerts to catch high individual usage early, and per-user limits to enforce a hard ceiling.

## Next steps

<CardGroup cols={2}>
  <Card title="Manage credits" icon="coins" href="/settings/manage-credits">
    Understand how credits work and check your balance.
  </Card>

  <Card title="Monitor usage" icon="chart-line" href="/settings/monitor-usage">
    Track credit, storage, and meeting usage across your organization.
  </Card>
</CardGroup>
